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Edit a Resource Request

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Objective

To edit a resource request in Resource Planning.

Background

Resource requests efficiently inform your team that you need resources for a particular project. Create a resource request when you need a resource but aren't sure who to assign, or if you lack the permissions to create assignments yourself. You can edit resource requests at any time.

Things to Consider

Steps

 Tip
You can Bulk Edit Requests.

You can edit requests from three (4) places in Resource Planning:

Edit a Resource Request from the Request List

You can edit resource request information from the following places on the Requests List:

Edit Request Information Inline

You can edit information directly on the Requests List by making inline edits.

  1. Navigate to the Company level Resource Planning tool.
  2. Click Requests and select Requests List.
  3. Right click OR double click the information in the row and column that you want to edit.
    Note: Fields that are editable inline have an orange border. If there is a black border, you cannot edit the field inline, but can from the Request Details.
    clipboard_e40378a2f0b3b64b1af094eed9f3525af.png
  4. Add or edit the information.
  5. Click Save.

Edit Request Information from Request Details 

  1. Navigate to the Company level Resource Planning tool.
  2. Click Requests and select Requests List.
  3. Locate the resource request you want to edit and click the gear icon-gear-wfp.png icon.
  4. Edit the request details.
  5. Click Save.

Edit a Resource Request from Assignment Boards

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Boards.
  3. Locate the resource request you want to edit.
  4. Hover over the request and click the gear icon-gear-wfp.png icon
  5. Edit the request details.
  6. Click Save.

Edit a Resource Request from Assignment Gantt (Legacy)

  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Legacy).
  3. Locate the resource request you want to edit and click the colored bar.
  4. Click Edit Request.
  5. Edit the request details.
  6. Click Save.

Edit a Resource Request from Assignments Gantt

 In Beta
This feature is in beta and available for customers using the Resource Planning tool.
  1. Navigate to the Company level Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3. Follow steps to edit a request:
    • Request Details
      1. On the list, right click the request or the request bar and click Edit Request.
        Note: You can also hover over the request in the list and click the vertical ellipsis icon-ellipsis-vertical.png, then select Edit Request.
        OR
      2. Right click the request or the request bar and click Edit Request.
      3. Edit the request details.
      4. Click Update to save.
    • Shorten or extend a request on the Gantt chart
      1. Hover over the last day of the request bar on the Gantt chart until you see the arrows.
      2. Click the arrows and move the end date using a drag-and-drop operation.
    • Move a request on the Gantt chart
      1. Click and hold the request bar. Move the request to the new date using a drag-and-drop operation.